AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.08B
AUM Growth
-$516M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,377
New
Increased
Reduced
Closed

Top Buys

1
+$30.8M
2
+$21.8M
3
+$16.6M
4
REZI icon
Resideo Technologies
REZI
+$14.3M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$13M

Top Sells

1
+$39.7M
2
+$18.7M
3
+$16.2M
4
BEAT
BioTelemetry, Inc.
BEAT
+$13.8M
5
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
+$13.6M

Sector Composition

1 Financials 9.64%
2 Industrials 9.64%
3 Consumer Discretionary 9.4%
4 Technology 8.15%
5 Healthcare 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17M 0.82%
301,867
+45,202
27
$15.7M 0.75%
378,759
+4,252
28
$15.1M 0.73%
422,424
+11,144
29
$14.9M 0.72%
407,420
-39,236
30
$14.8M 0.71%
656,575
-271,435
31
$14.7M 0.7%
185,176
-56,452
32
$14.6M 0.7%
149,232
+1,090
33
$14.5M 0.7%
714,850
+20,545
34
$14.5M 0.7%
311,441
+280,617
35
$14.3M 0.69%
+595,125
36
$14.3M 0.69%
476,011
-38,955
37
$14.1M 0.68%
106,934
-2,663
38
$14.1M 0.68%
530,725
-8,824
39
$14M 0.67%
127,607
+5,626
40
$14M 0.67%
374,397
-73,662
41
$13.8M 0.66%
124,560
+3,187
42
$13.5M 0.65%
529,660
+29,830
43
$13.5M 0.65%
310,558
+5,581
44
$13.4M 0.64%
198,607
+21,858
45
$12.9M 0.62%
1,055,732
+307,613
46
$12.7M 0.61%
378,688
-146,177
47
$12.6M 0.6%
212,453
-85,021
48
$12.4M 0.6%
680,250
-264,399
49
$12.3M 0.59%
182,241
+4,856
50
$12M 0.58%
89,231
+370
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